Imperial Oil Limited
US ˙ NYSEAM ˙ CA4530384086

SecurityIMO / Imperial Oil Limited
InstitutionCreative Planning
Latest Disclosed Ownership57,795 shares
Latest Disclosed Value $ 7,560,717
Creative Planning reports 9.52% increase in ownership of IMO / Imperial Oil Limited

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 57,795 shares of Imperial Oil Limited (US:IMO) valued at $7,560,742 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 52,769 shares of Imperial Oil Limited. This represents a change in shares of 9.52% during the quarter. The current value of the position is $7,297,775 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F IMPERIAL OIL COM NEW 453038408 57,795 5,026 9.52 7,561 66.01 0.0051
2026-02-17 2025-12-31 13F IMPERIAL OIL COM NEW 453038408 52,769 533 1.02 4,555 -3.90 0.0033
2025-11-14 2025-09-30 13F IMPERIAL OIL COM NEW 453038408 52,236 1,082 2.12 4,740 16.58 0.0036
2025-08-08 2025-06-30 13F IMPERIAL OIL COM NEW 453038408 51,154 3,644 7.67 4,066 18.34 0.0035
2025-05-15 2025-03-31 13F IMPERIAL OIL COM NEW 453038408 47,510 3,141 7.08 3,436 25.69 0.0032
2025-02-14 2024-12-31 13F IMPERIAL OIL COM NEW 453038408 44,369 1,040 2.40 2,733 -10.45 0.0027
2024-10-11 2024-09-30 13F IMPERIAL OIL COM NEW 453038408 43,329 5,024 13.12 3,053 16.76 0.0030
2024-08-15 2024-06-30 13F IMPERIAL OIL COM NEW 453038408 38,305 4,843 14.47 2,614 13.01 0.0028
2024-05-13 2024-03-31 13F IMPERIAL OIL COM NEW 453038408 33,462 2,684 8.72 2,313 31.42 0.0026
2024-02-14 2023-12-31 13F IMPERIAL OIL COM NEW 453038408 30,778 6,919 29.00 1,760 19.73 0.0033
2023-11-16 2023-09-30 13F IMPERIAL OIL COM NEW 453038408 23,859 2,081 9.56 1,470 31.96 0.0020
2023-07-21 2023-06-30 13F IMPERIAL OIL COM NEW 453038408 21,778 2,774 14.60 1,115 15.44 0.0015
2023-05-15 2023-03-31 13F IMPERIAL OIL COM NEW 453038408 19,004 2,651 16.21 966 21.08 0.0014
2023-02-10 2022-12-31 13F IMPERIAL OIL COM NEW 453038408 16,353 -651 -3.83 797 8.29 0.0012
2022-11-03 2022-09-30 13F IMPERIAL OIL COM NEW 453038408 17,004 4,402 34.93 736 23.91 0.0013
2022-08-15 2022-06-30 13F IMPERIAL OIL COM NEW 453038408 12,602 1,400 12.50 594 9.59 0.0010
2022-05-16 2022-03-31 13F IMPERIAL OIL COM NEW 453038408 11,202 -193 -1.69 542 31.87 0.0008
2022-02-11 2021-12-31 13F IMPERIAL OIL COM NEW 453038408 11,395 -1,550 -11.97 411 0.49 0.0007
2021-11-10 2021-09-30 13F IMPERIAL OIL COM NEW 453038408 12,945 -10,878 -45.66 409 -43.66 0.0007
2021-08-04 2021-06-30 13F IMPERIAL OIL COM NEW 453038408 23,823 23,823 726 0.0013
2020-01-30 2019-12-31 13F IMPERIAL OIL COM NEW 453038408 0 -9,442 -100.00 0 -100.00
2019-11-01 2019-09-30 13F IMPERIAL OIL COM NEW 453038408 9,442 1,187 14.38 246 7.89 0.0008
2019-07-26 2019-06-30 13F IMPERIAL OIL COM NEW 453038408 8,255 -1,140 -12.13 228 -11.28 0.0008
2019-04-24 2019-03-31 13F IMPERIAL OIL COM NEW 453038408 9,395 261 2.86 257 11.26 0.0009
2019-02-12 2018-12-31 13F/A-1 IMPERIAL OIL COM NEW 453038408 9,134 2,852 45.40 231 13.79 0.0009
2019-02-01 2018-12-31 13F IMPERIAL OIL COM NEW 453038408 9,134 2,852 231
2018-10-25 2018-09-30 13F IMPERIAL OIL COM NEW 453038408 6,282 0 0.00 203 -2.87 0.0008
2018-07-20 2018-06-30 13F IMPERIAL OIL COM NEW 453038408 6,282 6,282 0.00 209 2.96 0.0008
2017-10-17 2017-09-30 13F IMPERIAL OIL COM NEW 453038408 0 -3,764 -100.00 0 -100.00
2017-07-12 2017-06-30 13F IMPERIAL OIL COM NEW 453038408 3,764 -240 -5.99 110 -9.84 0.0006
2017-04-07 2017-03-31 13F IMPERIAL OIL COM NEW 453038408 4,004 6 0.15 122 -12.23 0.0007
2017-01-09 2016-12-31 13F IMPERIAL OIL COM NEW 453038408 3,998 -1,516 -27.49 139 -19.65 0.0008
2016-10-12 2016-09-30 13F IMPERIAL OIL COM NEW 453038408 5,514 988 21.83 173 20.98 0.0011
2016-07-12 2016-06-30 13F IMPERIAL OIL COM NEW 453038408 4,526 -1,080 -19.27 143 -23.53 0.0010
2016-04-08 2016-03-31 13F IMPERIAL OIL COM NEW 453038408 5,606 -4,500 -44.53 187 -43.16 0.0015
2016-01-11 2015-12-31 13F IMPERIAL OIL COM NEW 453038408 10,106 -7,865 -43.76 329 -42.08 0.0027
2015-10-09 2015-09-30 13F IMPERIAL OIL COM NEW 453038408 17,971 1,326 7.97 568 -11.66 0.0050
2015-07-09 2015-06-30 13F IMPERIAL OIL COM NEW 453038408 16,645 8,864 113.92 643 107.42 0.0058
2015-04-13 2015-03-31 13F IMPERIAL OIL COM NEW 453038408 7,781 7,781 -53.25 310 -51.79 0.0029
2015-01-29 2014-12-31 13F IMPERIAL OIL COM NEW 453038408 0 -6,699 -100.00 0 -100.00
2014-10-10 2014-09-30 13F IMPERIAL OIL COM NEW 453038408 6,699 -9 -0.13 316 -10.48 0.0037
2014-08-20 2014-06-30 13F IMPERIAL OIL COM NEW 453038408 6,708 9 0.13 353 13.14 0.0046
2014-04-11 2014-03-31 13F IMPERIAL OIL COM NEW 453038408 6,699 1,403 26.49 312 33.33 0.0047
2014-01-06 2013-12-31 13F IMPERIAL OIL COM NEW 453038408 5,296 -150 -2.75 234 -2.09 0.0040
2013-10-10 2013-09-30 13F IMPERIAL OIL COM NEW 453038408 5,446 0 0.00 239 14.90 0.0047
2013-07-09 2013-06-30 13F IMPERIAL OIL COM NEW 453038408 5,446 5,446 208 0.0048
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.